Mountaineer Partners Management, LLC Q4 2025 Filing
Filed February 13, 2026
Portfolio Value
$178.7M
Holdings
17
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (17 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | CENXCENTURY ALUM CO | 608,475 | $23.8M | 13.34% | |
| 2 | HBMHUDBAY MINERALS INC | 787,247 | $15.6M | 8.74% | |
| 3 | ATDATI INC | 128,909 | $14.8M | 8.28% | |
| 4 | FCXFREEPORT-MCMORAN INC | 266,327 | $13.5M | 7.57% | |
| 5 | AAALCOA CORP | 241,994 | $12.9M | 7.19% | |
| 6 | CSTMCONSTELLIUM SE | 681,464 | $12.8M | 7.19% | |
| 7 | CRSCARPENTER TECHNOLOGY CORP | 36,690 | $11.6M | 6.46% | |
| 8 | SSFSENSIENT TECHNOLOGIES CORP | 117,090 | $11.0M | 6.15% | |
| 9 | SAROSTANDARDAERO INC | 367,498 | $10.5M | 5.90% | |
| 10 | BLDRBUILDERS FIRSTSOURCE INC | 94,091 | $9.7M | 5.42% | |
| 11 | KEXKIRBY CORP | 87,444 | $9.6M | 5.39% | |
| 12 | DHID R HORTON INC | 65,004 | $9.4M | 5.24% | |
| 13 | AMBPARDAGH METAL PACKAGING S A | 1,469,480 | $6.0M | 3.37% | |
| 14 | NXENEXGEN ENERGY LTD | 538,042 | $4.9M | 2.77% | |
| 15 | ULCCFRONTIER GROUP HLDGS INC | 953,375 | $4.5M | 2.51% | |
| 16 | SJTSAN JUAN BASIN RTY TR | 732,351 | $4.1M | 2.30% | |
| 17 | CCOCAMECO CORP | 42,424 | $3.9M | 2.17% |